Using Annuities for ROTH Conversions

Episode 53 December 06, 2024 00:18:46
Using Annuities for ROTH Conversions
The Atlas Annuity Podcast
Using Annuities for ROTH Conversions

Dec 06 2024 | 00:18:46

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Hosted By

Marty Becker

Show Notes

In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings. Discover how we used a combination of annuities and Roth conversions to:

Whether you’re navigating retirement with $500,000 or $5 million, the math behind this strategy works. Listen in to see how this approach could improve your financial security and flexibility, even in the toughest market conditions.

Tune in now and learn how annuities and Roth conversions can work for you!

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